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There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Davis Balanced A (RPFCX) has a 0.98% expense ratio and 0.55% management fee. RPFCX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With yearly returns of 12.9% over the last five years, this fund clearly wins.
PIMCO RAE US A (PKAAX): 0.8% expense ratio and 0.55% management fee. PKAAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. PKAAX, with annual returns of 13.47% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Global Eq F3 (LGCOX - Free Report) is an attractive large-cap allocation. LGCOX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. LGCOX has an expense ratio of 0.5%, management fee of 0.45%, and annual returns of 11.29% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Great Mutual Fund Picks for Your Retirement
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Davis Balanced A (RPFCX) has a 0.98% expense ratio and 0.55% management fee. RPFCX is an Allocation Balanced mutual fund. Allocation Balanced funds look to invest across asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual; these funds are mostly categorized by their respective asset allocation. With yearly returns of 12.9% over the last five years, this fund clearly wins.
PIMCO RAE US A (PKAAX): 0.8% expense ratio and 0.55% management fee. PKAAX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. PKAAX, with annual returns of 13.47% over the last five years, is a well-diversified fund with a long track record of success.
Lord Abbett Global Eq F3 (LGCOX - Free Report) is an attractive large-cap allocation. LGCOX is a Global - Equity mutual fund investing in bigger markets like the U.S., Europe, and Japan; these kinds of funds aren't limited by geography. LGCOX has an expense ratio of 0.5%, management fee of 0.45%, and annual returns of 11.29% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.